Investing

Having heard and employed a multitude of investment ideas I have stuck with "Evidence Based Investing". I like evidence. Evidence is a good thing. I think every investor should pick up the phone right now and demand an email of evidence from their advisor. My clients and prospective clients receive this information as part of our low stress high ease process. I have found that stress levels drop dramatically when people know their investment plan follows a system of easy to understand rules. The easy part comes when the investor can simply refer to the rules when markets and the media work to create stress.

Would you have surgery done without a complete examination? Of course not! But when it comes to planning one's entire financial life, many people have trained themselves to do what ever is convenient and easy. Often, with disastrous results. The Portfolio MRI is a top notch examination of one's financial health. It's also not difficult.